JPM JPMORGAN CHASE & CO

Ownership history in Stablepoint Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.05% (2024 Q1)
Avg. % of fund
1.88%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,599 +167 +0.4% 1.94% $12.4M $320.77
2025 Q3 REDUCED 38,432 -719 -1.8% 1.92% $12.1M $312.49
2025 Q2 ADDED 39,151 +22 +0.1% 1.93% $11.4M $285.83
2025 Q1 REDUCED 39,129 -4,952 -11.2% 1.74% $9.6M $240.37
2024 Q4 REDUCED 44,081 -1 -0.0% 1.94% $10.6M $233.69
2024 Q3 REDUCED 44,082 -299 -0.7% 1.69% $9.3M $204.31
2024 Q2 REDUCED 44,381 -6,017 -11.9% 1.81% $9.4M $194.90
2024 Q1 ADDED 50,398 +6,958 +16.0% 2.05% $10.1M $191.89
2023 Q4 INITIATED 43,440 1.89% $7.4M
% of Fund (quarterly)    JPM price (monthly, adj. close)
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